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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,071 | $101,795-34.1% | $165,100-59.4% | $80,959-17.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.11% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,132 | $2,954-27.8% | $4,348-51.0% | $2,757-22.7% |
| Participant deferral / active EE | $6,125 | $4,476+36.8% | $6,035+1.5% | $4,300+42.4% |
| Admin fee / account holder | $9,656 | $8,221+17.5% | $12,696-23.9% | $6,925+39.4% |